Bonds Analysis & Opinion

In late July, European Central Bank President, Mario Draghi unleashed a tape bomb on the markets by pledging that the euro will be defended at all-costs. In particular, the ECB signaled that they...

Several days ago we covered how the escalation of the European Debt Crisis had influenced U.S. Treasury yields since mid-2011. The crisis brewing across the Atlantic had kept a lid on yields despite...

We spend a lot of time on the macroeconomic picture as bond pros since it sets the dinner table for the main meal of investment strategy. Growth and inflation, coupled with monetary policy are one of...

Since the rip down in yields where resistance levels were broken, the yield on the 10-year has been oscillating back in forth in a tight range the past several days. At 1.65% and right above a bigger...

Speculation on the Federal Reserve’s next move is running rampant as we move closer to Chairman Ben Bernanke’s speech at Jackson Hole and the FOMC meeting in mid-September. While it...

When Gary Schilling presented to the Baltimore CFA Society, he made the comment about how much bonds beat stocks by. His proxy for bonds was 25-year zero coupon bonds. Invest in those from 1980 to the...

Well the S&P 500 finally saw some weakness yesterday. Based on what I’ve seen on various blogs and Twitter, it’s amazing how quick traders' sentiment flipped to bearish. The last few...

Earlier this year we discussed how the Volcker rule combined with Basel III is already reducing corporate bond liquidity by diminishing dealers' ability to make markets. It's just one of those...

I have been pretty vocal about these targets and we are getting very close to nailing them. Today could be the day for a -- probably temporary -- bottom to the bond drop.

We can see that on German bund recovery from 142.13 was corrective; clearly only in three waves. So, if that was a minor contra-trend movement, labeled as wave b, then we know that downtrend on German...

On June 4th, Bill Gross -- aka the “Bond King” -- tweeted: “Global Bond Markets are turning Japanese, I think they’re turning Japanese, I really think so.” Mr. Gross was...

The markets are rigged, the Knight Capital Group (KCG) robots are going wild, and the cheating bankers are manipulating Libor. I guess you might as well pack it in…right? Well, maybe not. While...

Key points for the day/week are Bonds. They look ready for a bounce/rally and equities are climbing a wall of worry -- head & shoulders neckline. Pre-Market AnalysisDollar trading higher this...

I am not an expert on Municipal Bonds, so if an expert reads this, and has corrections for me, please leave corrections in the comments. In general, I am a conservative guy who avoids situations with...